IVP Capital, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Water Mill, New York
CRD number
104197
Registered since
October 5, 2000

Firm profile

FINTRX

Overview

IVP Capital, LLC is registered as a limited liability company and appears to be a small, individually owned advisory vehicle. The firm’s SEC registration dates to 2000. Available records classify the firm as “Unclassified,” which typically indicates it has not been grouped into a standard advisor category in the source dataset. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser in the provided data. The limited disclosures suggest the operation is compact and possibly focused on a narrow set of activities, though no specific advisory services, client segments, or investment preferences are provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Oliver Eberstadt

    Oliver Eberstadt

    PrincipalCRD 1808170

  • Christian Grutschus

    Christian Grutschus

    Co-FounderCRD 5148714

  • Martin Kuehrer

    DirectorCRD 6209535

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Water Mill, NY

Suffolk

Location

Water Mill, NY

Headquartered in Water Mill, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
337 Noyac Path
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth